Latest Institutional Purchases of Virtus Allianz Gi Diversified Income & Convertible Fund (ACV)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Diversified Income & Convertible Fund (ACV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
50K+ 27.47% |
$871K - $1.15M
|
232K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
43.9K+ 17.85% |
$764K - $1M
|
290K
$6.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.7K+ 4.7% |
$413K - $543K
|
528K
$12M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$174K - $229K
|
10K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.49K+ 3.34% |
$165K - $217K
|
294K
$6.67M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.95K+ 36.5% |
$121K - $159K
|
26K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.78K+ 3.02% |
$48.3K - $63.5K
|
94.8K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.08KNew |
$36.2K - $47.7K
|
2.08K
$47.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
938+ 5.71% |
$16.3K - $21.5K
|
17.4K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
421+ 2.87% |
$7.33K - $9.64K
|
15.1K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
129+ 1.26% |
$2.25K - $2.95K
|
10.4K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
48New |
$836 - $1.1K
|
48
$1.09K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25+ 0.1% |
$435 - $572
|
24.6K
$559K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.39K+ 14.59% |
$107K - $124K
|
42.3K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.87KNew |
$37.2K - $43K
|
1.87K
$42.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 6.25% |
$3.98K - $4.6K
|
3.4K
$77.2K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.87KNew |
$38.5K - $43.5K
|
1.87K
$42.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
421New |
$8.69K - $9.82K
|
421
$9.56K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
205New |
$4.23K - $4.78K
|
205
$4.65K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.5K+ 2101.54% |
$1M - $1.09M
|
52.9K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.44K+ 4.96% |
$128K - $138K
|
136K
$3.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.07KNew |
$21.2K - $22.9K
|
1.07K
$24.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
637+ 23.51% |
$12.7K - $13.7K
|
3.35K
$76K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.9KNew |
$781K - $926K
|
37.9K
$861K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.73KNew |
$182K - $209K
|
8.73K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.59KNew |
$179K - $206K
|
8.59K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
114New |
$2.37K - $2.73K
|
114
$2.59K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
10.7K+ 76.43% |
$181K - $224K
|
24.7K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.41KNew |
$74.7K - $92.5K
|
4.41K
$100K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
500New |
$8.48K - $10.5K
|
500
$11.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
167New |
$2.83K - $3.5K
|
167
$3.79K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.27K+ 512.35% |
$77.7K - $88.4K
|
5.11K
$116K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
12.1KNew |
$225K - $289K
|
12.1K
$275K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
900New |
$16.7K - $21.5K
|
900
$20.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
660New |
$12.3K - $15.8K
|
660
$15K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200+ 20.0% |
$3.72K - $4.78K
|
1.2K
$27.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
63+ 3.66% |
$1.17K - $1.5K
|
1.79K
$40.5K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
21.5KNew |
$382K - $458K
|
21.5K
$488K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$193K - $232K
|
10.9K
$247K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.65KNew |
$29.3K - $35.2K
|
1.65K
$37.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
726+ 2688.89% |
$12.9K - $15.5K
|
753
$17.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.78K - $2.13K
|
100
$2.27K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
31+ 2.83% |
$551 - $661
|
1.13K
$25.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$248K - $340K
|
14.1K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
10.6KNew |
$186K - $255K
|
10.6K
$241K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$35.1K - $48.1K
|
2K
$45.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.48KNew |
$25.9K - $35.5K
|
1.48K
$33.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60New |
$1.05K - $1.44K
|
60
$1.36K
|
|